Summit Wealth & Retirement Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Hold	6,796	–	–	0.12%	63
2025 Q4	$493K	Hold	6,796	–	–	0.12%	61
2025 Q3	$499K	Hold	6,796	–	–	0.12%	57
2025 Q2	$475K	Hold	6,796	–	–	0.13%	56
2025 Q1	$439K	Hold	6,796	–	–	0.13%	48
2024 Q4	$449K	Hold	6,796	–	–	0.14%	47
2024 Q3	$448K	Hold	6,796	–	–	0.14%	44
2024 Q2	$411K	Hold	6,796	–	–	0.14%	46
2024 Q1	$425K	Hold	6,796	–	–	0.15%	42
2023 Q4	$395K	Hold	6,796	–	–	0.17%	37
2023 Q3	$354K	Sell	6,796 -84	-1%	-$4.61K	0.14%	43
2023 Q2	$379K	Buy	+6,880	New	+$361K	0.15%	44

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Wealth & Retirement Planning's VO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2026 at 6,796 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #63.

Summit Wealth & Retirement Planning first reported a position in VO in Q2 2023 and has held it in 12 quarters since. The position peaked at $499K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Summit Wealth & Retirement Planning held 6,796 shares of Vanguard Mid-Cap ETF worth $488K as of Q1 2026.
Summit Wealth & Retirement Planning left its Vanguard Mid-Cap ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap ETF made up 0.12% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #63 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Summit Wealth & Retirement Planning's Vanguard Mid-Cap ETF position peaked at $499K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.